

Integrate Wealthbox CRM with Flashy
Send information between Wealthbox CRM and Flashy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new contact is in Flashy each time a new contact is created in Wealthbox CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Flashy whenever a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in Flashy.


Create a new contact is in Flashy each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Flashy

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Supported triggers and actions
Integrate Wealthbox CRM and Flashy using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New opportunity
Triggers when a new opportunity is created

New task
Triggers when a new task is created

New comment
Triggers when a new comment is created

New event
Triggers when a new event is created

New note
Triggers when a new note is created

New project
Triggers when a new project is created

Completed task
Triggers when a task is completed

New contact
Triggers when a new contact is created

New workflow
Triggers when a new workflow is created

Contact subscribed
Triggers when a new contact has subscribed to the selected list

Contact unsubscribed
Triggers when a contact has unsubscribed from the selected list
All Actions - Actions are the automated tasks

Create event
Creates a new event

Create opportunity
Creates a new opportunity

Create contact
Creates a new contact

Create note
Creates a new note

Create project
Creates a new project

Create task
Creates a new task

Fetch contact
Fetches a contact by email

Create or update contact
Creates a new contact. Updates the details if it already exists.

Update contact
Updates the details of an existing contact

Create contact
Creates a new contact

Add contact to list
Adds a contact to the selected list

Remove contact from list
Removes the specified contact from the selected list

Unsubscribe contact from all lists
Unsubscribes the specified contact from all lists

Fetch contact
Fetches the details of an existing contact by email address
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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What is Flashy?
Flashy is an email marketing and marketing automation platform that lets you understand your visitors and customers, and engage with them in real-time based on their behavior.
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